Schwab US Aggregate Bond ETF
SCHZ
637 hedge funds and large institutions have $3.74B invested in Schwab US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 45 closing their positions.
231% more capital inflows, than outflows
Capital inflows: $499M | Capital outflows: $151M
127% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 45
39% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 200
14% more funds holding in top 10
Funds holding in top 10: 50 → 57 (+7)
8% more funds holding
Funds holding: 592 → 637 (+45)
0.93% more ownership
Funds ownership: 43.18% → 44.11% (+0.93%)
85% less call options, than puts
Call options by funds: $5K | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$21.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20M |
| 3 |
Goldman Sachs
New York
|
+$17.6M |
| 4 |
Rockbridge Investment Management
Syracuse,
New York
|
+$13.2M |
| 5 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$21.7M |
| 2 |
Zynergy Retirement Planning
Red Bank,
New Jersey
|
-$13M |
| 3 |
Members Advisory Group
Williamsville,
New York
|
-$9.44M |
| 4 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$8.41M |
| 5 |
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
-$6.33M |
SCHZ Hedge Fund Activity: Q4 2024 in Review
637 of the 7,617 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2024, worth a combined $3.74B — up 3.4% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SCHZ positions and 45 closed out — a net gain of 57 holders — while 278 added to existing stakes and 200 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $21.6M. The largest seller was JP Morgan Chase, cutting an estimated $21.7M.
- 637 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2024, up from 592 in Q3 2024.
- Funds reported $3.74B of Schwab US Aggregate Bond ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
- 102 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2024 and 45 closed out, a net change of +57 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2024 was OneDigital Investment Advisors, an estimated $21.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2024.